Case Study: From Spreadsheets to Strategy: How Global 1 Transformed Executive Decision-Making with Real-Time Dashboards

Real-Time Executive Insights to Drive Faster, Smarter Decisions

To support its executive team, Global 1 Connect partnered with Serious Development to design and implement a custom-built Executive Dashboard Module—a real-time, role-based analytics suite that now powers data-driven leadership across the organization.

PROJECT OVERVIEW

PROJECT DETAILS

Project Type Custom Software Development

Technologies EZ-CAP Integration, AWS, Salesforce

PROJECT SUMMARY Global 1, a Third-Party Administrator (TPA) part of Optum / UnitedHealthcare, partnered with Serious Development to design and implement a custom Executive Dashboard Module. The goal was to eliminate the reliance on manual spreadsheets and siloed reports by creating a real-time, role-based dashboard solution tailored for C-level executives (CEO, CFO, COO). Built on AWS Cloud and tightly integrated with Salesforce and EZ-CAP, the solution unifies key operational, financial, and support metrics into intuitive, live dashboards. Executives can now monitor KPIs across provider networks, portal adoption, issue resolution, and marketing performance—all in one place, with threshold-based alerts and role-specific views. The project significantly reduced board preparation time, improved data accuracy, and enhanced strategic responsiveness, marking a major step forward in how the organization makes key decisions.

THE CLIENT

Client Global 1, managing over 20,000 surgical cases, specializes in innovative, cost-effective surgical solutions that improve transparency, reduce costs, and enhance medical outcomes in outpatient settings.

Healthcare-Third Party Administrator

Carlsbad, CA

Situational Overview Before the implementation of the Executive Dashboard Module, Global 1’s executive team faced significant challenges in accessing reliable, real-time operational data. Reporting processes were heavily manual, involving static spreadsheets, partial exports from Salesforce, and verbal updates from department heads. This fragmented approach led to:

Delayed decision-making, with leadership reacting to outdated or incomplete information
Time-consuming board preparation, requiring days to compile and validate metrics
Limited visibility into provider network performance, portal usage, and issue resolution trends

As a fast-scaling TPA, Global 1 recognized the need for a centralized and automated analytics solution to enable real-time insights, cross-functional transparency, and data-driven strategy at the executive level.

CHALLENGES

Overview

Lack of Real-Time Visibility Across Key KPIs: Executives couldn’t access up-to-date metrics on provider growth, portal usage, or support performance—making it difficult to respond quickly to operational shifts or emerging issues.

Manual, Time-Intensive Reporting Processes: Preparing monthly and board-level reports required significant manual effort, often pulling data from spreadsheets, Salesforce, and team updates—leading to inefficiencies and errors.

Missed Opportunities for Proactive Decision-Making: Without centralized dashboards or automated alerts, leadership often discovered problems after the fact, rather than identifying trends or anomalies early enough to take action.

THE SOLUTION

To address these challenges, Global 1 partnered with Serious Development to design and deploy a custom-built Executive Dashboard Module — a centralized, real-time analytics platform tailored for C-level decision-makers. Key components of the solution included:

Real-Time, Role-Based Dashboards
Custom views for the CEO, CFO, and COO, displaying only the most relevant KPIs, from provider onboarding and portal adoption to claims activity and support resolution rates.
Integrated Data Sources
Seamless connections to Salesforce (for marketing and provider funnel data) and EZ-CAP (for claims and provider performance), eliminating the need for manual data entry or exports.
Threshold-Based Alerts
Executives receive email notifications when key metrics exceed or fall below predefined thresholds—enabling proactive management.
AWS Cloud Infrastructure
Secure, scalable, and high-performing backend environment that supports real-time data processing and visualization.
Fully Automated Reporting
Live dashboards replace monthly spreadsheets, with always-on access to the most current data for meetings, reviews, and strategy sessions.

This solution not only streamlined reporting but fundamentally transformed how Global 1’s leadership operates—turning a reactive process into proactive, data-driven decision making.

Results The Executive Dashboard Module delivered by Serious Development empowered Global 1 Connect’s executive team with the real-time visibility, automation, and strategic control they previously lacked. By integrating siloed data systems into a unified, cloud-based dashboard tailored to each executive’s role, the organization significantly reduced manual reporting time, improved cross-departmental alignment, and enhanced confidence in data-driven decision-making. What was once a fragmented, reactive process has become a dynamic, responsive leadership tool—allowing Global 1 to identify issues early, seize opportunities faster, and prepare for board meetings with live, accurate data. The project stands as a benchmark for how modern TPAs can transform executive operations through smart, scalable technology.